See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,854 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.33% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,175 | $4,961+4.3% | $4,693+10.3% | $4,299+20.4% |
| Participant deferral / active EE | $7,609 | $8,310-8.4% | $7,997-4.8% | $6,507+16.9% |
| Admin fee / account holder | $98 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |